MD
Michael Dziura Portfolio
Invests via Bernzott Capital Advisors | Managed by Michael Dziura
Invests via Bernzott Capital Advisors
Managed by Michael Dziura
Automatically Tracked
Michael Dziura Profile
Michael Dziura is a seasoned entrepreneur with deep expertise in the technology sector. He has demonstrated remarkable leadership in building and scaling innovative businesses that address contemporary challenges. His background includes co-founding several startups, where he successfully navigated market dynamics and capitalized on emerging trends to drive growth. Known for his strategic insight, he actively engages with the investment community to foster collaboration and partnerships that enhance business potential. Michael's journey underscores a commitment to leveraging technological advancements while creating value within competitive landscapes.
Michael Dziura is a seasoned entrepreneur with deep expertise in the technology sector. He has demonstrated remarkable leadership in building and scaling innovative businesses that address contemporary challenges. His background includes co-founding several startups, where he successfully navigated market dynamics and capitalized on emerging trends to drive growth. Known for his strategic insight, he actively engages with the investment community to foster collaboration and partnerships that enhance business potential. Michael's journey underscores a commitment to leveraging technological advancements while creating value within competitive landscapes.
Investment Philosophy & Strategy
Michael Dziura approaches investment opportunities with a keen focus on technology-driven innovation. His experience as an entrepreneur positions him uniquely to identify disruptive trends and evaluate their market potential effectively. By leveraging strategic collaborations, he seeks to enhance value creation in emerging sectors, concentrating on businesses that exhibit scalable solutions. Michael prioritizes agility and responsiveness in his investment decisions, allowing for adaptability in fast-paced environments while maintaining a forward-thinking perspective.
Michael Dziura approaches investment opportunities with a keen focus on technology-driven innovation. His experience as an entrepreneur positions him uniquely to identify disruptive trends and evaluate their market potential effectively. By leveraging strategic collaborations, he seeks to enhance value creation in emerging sectors, concentrating on businesses that exhibit scalable solutions. Michael prioritizes agility and responsiveness in his investment decisions, allowing for adaptability in fast-paced environments while maintaining a forward-thinking perspective.
Disclaimer: This Portfolio is derived from and computed based on publicly available data from SEC filings.
Gain and growth charts are calculated per selected timeframe:
11.88%
Gain +1.03%
Monthly
0.57%
Yearly
7.05%
Drawdown
26.64%
$238.69M
Equity
Holdings
$238.69M
Investment
$224.96M
$600.33M
Profit +$2.44M
Realized
$586.6M
Unrealized
$13.73M
Dividends
$107.51M
Goals
Avg. 0% completed goals
Today
Compared To Yesterday
Gain
1.03%
Profit
$2.44M
Win %
44%
This Week
Compared To Last Week
Gain
0.06%
Profit
$141,794.06
Win %
44%
This Month
Compared to last month
Gain
1.87%
Profit
$4.37M
Win %
44%
This Year
Compared to last year
Gain
-4.89%
Profit
-$12.02M
Win %
46%
POOL Pool Corporation
+7.29%
+$66,885.12 
JBI Janus International Group, Inc.
+5.24%
+$258,117.17 
SLGN Silgan Holdings Inc.
+4.58%
+$234,933.28 
HALO Halozyme Therapeutics Inc.
+3.96%
+$352,857.12 
HLMN Hillman Solutions Corp.
+3.64%
+$196,254.12 
ENOV Enovis Corporation
+3.23%
+$151,528.8 
MP MP Materials Corp.
+2.73%
+$161,715.67 
MZTI The Marzetti Company
+2.46%
+$100,464.03 
JJSF J&J Snack Foods Corp.
+2.33%
+$128,605.93 
AMT American Tower Corporation
+2.05%
+$118,636.16 
BDX Becton, Dickinson and Company
+2.05%
+$149,200.6 
SYY Sysco Corporation
+2.01%
+$81,397.87 
WSC WillScot Holdings Corporation
+1.79%
+$54,448.37 
RYN Rayonier Inc.
+1.77%
+$98,281.59 
JNJ Johnson & Johnson
+1.71%
+$96,139.68 
LW Lamb Weston Holdings, Inc.
+1.69%
+$85,939.69 
NNN NNN REIT, Inc.
+1.63%
+$80,278.13 
CVBF CVB Financial Corp.
+1.36%
+$124,145.81 
HHH Howard Hughes Holdings Inc.
+1.29%
+$76,922.56 
EHC Encompass Health Corporation
+1.15%
+$72,344.05 
KRG Kite Realty Group Trust
+1.06%
+$63,460.32 
VIG Vanguard Dividend Appreciation ETF
+0.92%
+$30,615.2 
VTEC Vanguard California Tax-Exempt Bond Fund
+0.7%
+$28,176.72 
HCI HCI Group, Inc.
+0.64%
+$45,032.4 
BND Vanguard Total Bond Market Index Fund
+0.59%
+$53,491.84 
VT Vanguard Total World Stock ETF
+0.17%
+$84,896.46 
VSH Vishay Intertechnology Inc.
-2.67%
-$153,371.68 
AROC Archrock Inc.
-2.58%
-$135,769.48 
DVN Devon Energy Corporation
-1.8%
-$84,400.2 
VNOM Viper Energy Inc. Class A Common Stock
-1.38%
-$70,307.99 
CMCO Columbus McKinnon Corporation
-1.02%
-$61,580.57 
NFG National Fuel Gas Company
-0.48%
-$24,429.06 
GVA Granite Construction Incorporated
-0.2%
-$9,391.36 
TRNO Terreno Realty Corporation
-0.2%
-$10,496.2 
TIC Acuren Corporation
-0.06%
-$3,634.96 Events
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Dividends
Dividend Analysis
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| Trades 2307 | Longs Won 1537/2307 66% | Profit Factor 2.24 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $1.8M |
| Average Win $705,864.91 | Best Trade (Dec 31) $30.71M | Sharpe Ratio -833.29 |
| Average Loss -$629,335.13 | Worst Trade (Mar 31) -$25.5M | Z-Score -7.66 (100%) |
| Commissions $0 | Avg. Trade Length 2y 6m 2w 3d | Expectancy $260,219.47 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | 0.02% | 1.81% |
| Consecutive Losing Trades | 379 | 341 | 303 | 265 | 228 | 190 | 152 | 114 | 76 | 38 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AMT American Tower Corporation | 32,238 | $5.63M | $5.9M | - | $270,672.19 | 4.81% | +2.051% |
| AROC Archrock Inc. | 176,324 | $4.59M | $5.12M | - | $528,972.25 | 11.53% | -2.585% |
| BDX Becton, Dickinson and Company | 38,603 | $6.1M | $7.44M | - | $1.34M | 21.99% | +2.046% |
| BND Vanguard Total Bond Market Index Fund | 128,896 | $9.52M | $9.13M | - | -$396,575.65 | -4.16% | +0.589% |
| CMCO Columbus McKinnon Corporation | 397,294 | $6.79M | $5.95M | - | -$841,214.74 | -12.39% | -1.024% |
| CVBF CVB Financial Corp. | 428,089 | $8.34M | $9.26M | - | $923,067.72 | 11.07% | +1.358% |
| DVN Devon Energy Corporation | 93,778 | $3.95M | $4.6M | - | $651,498.24 | 16.51% | -1.803% |
| EHC Encompass Health Corporation | 49,721 | $3.12M | $6.37M | - | $3.24M | 103.88% | +1.15% |
| ENOV Enovis Corporation | 252,548 | $8.04M | $4.84M | - | -$3.2M | -39.82% | +3.231% |
| GVA Granite Construction Incorporated | 42,688 | $1.08M | $4.59M | - | $3.51M | 323.43% | -0.204% |
| HALO Halozyme Therapeutics Inc. | 76,376 | $3.97M | $9.28M | - | $5.3M | 133.45% | +3.955% |
| HCI HCI Group, Inc. | 35,740 | $1.92M | $7.04M | - | $5.12M | 266.03% | +0.644% |
| HHH Howard Hughes Holdings Inc. | 87,412 | $6.13M | $6.05M | - | -$86,522.14 | -1.41% | +1.289% |
| HLMN Hillman Solutions Corp. | 769,624 | $6.47M | $5.58M | - | -$885,828.54 | -13.69% | +3.643% |
| JBI Janus International Group, Inc. | 1.2M | $7.42M | $5.18M | - | -$2.24M | -30.17% | +5.244% |
| JJSF J&J Snack Foods Corp. | 70,469 | $7.13M | $5.66M | - | -$1.47M | -20.64% | +2.326% |
| JNJ Johnson & Johnson | 22,152 | $3.35M | $5.72M | - | $2.37M | 70.88% | +1.709% |
| KRG Kite Realty Group Trust | 248,864 | $5.97M | $6.05M | - | $80,878.88 | 1.36% | +1.061% |
| LW Lamb Weston Holdings, Inc. | 96,022 | $5.39M | $5.18M | - | -$215,089.9 | -3.99% | +1.688% |
| MP MP Materials Corp. | 148,363 | $3.41M | $6.09M | - | $2.68M | 78.51% | +2.728% |
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Option values are updated at end of day.
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FAQ
Which stocks have generated the highest profits for Michael Dziura?
The largest contributions to the portfolio's profits come from the following stocks: Cerence Inc - $58.92M, WillScot Holdings Corporation - $49.9M, Bottomline Technologies DE Inc - $41.87M, Catalent Inc - $38.98M, and Medpace Holdings Inc - $37.55M. These positions have been the main drivers of growth and have significantly impacted the investor's overall performance.
Which stocks have generated the largest losses for this investor?
The largest losses in the portfolio are associated with the following stocks: Upland Software Inc - $30.79M, Quotient Technology Inc - $26.38M, MIK - $20.5M, 60649t107 - $19.23M, and James River Group Holdings, Ltd - $17.45M. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Michael Dziura's portfolio generate?
The portfolio generates substantial dividend income, with a total of $107.51M earned over time. The largest contributors to dividend income include Artisan Partners Asset Management Inc - $19.72M, Brink's Company - $9.6M, Hillenbrand Inc - $7.17M, Douglas Dynamics Inc - $6.06M, and Viper Energy Inc. Class A Common Stock - $4.66M. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Michael Dziura's monthly returns?
Michael Dziura's monthly returns appear quite volatile. The gap between stronger and weaker months is meaningful, which suggests that the strategy can experience noticeable swings over relatively short periods. For users assessing this profile, that usually means returns may be attractive over time, but the path can be uneven and harder to tolerate during weaker periods.
Can Michael Dziura's strategy be considered aggressive or moderate?
Michael Dziura's strategy appears moderately aggressive. The portfolio shows a clear focus on growth, with noticeable volatility and risk exposure, although not to an extreme level. This type of strategy may appeal to users seeking higher returns while accepting meaningful fluctuations along the way.
Should beginners follow Michael Dziura's strategy?
Michael Dziura's strategy is probably not ideal for beginners. The combination of risk, volatility, or portfolio complexity may make it harder to follow and understand without prior experience. Users who are new to investing may find it challenging to replicate or tolerate the performance swings.
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